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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,112 | $112,729-73.3% | $98,716-69.5% | $137,256-78.1% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.3%+18.2pp | 80.0%+7.5pp |
| Annual return | 9.43% | 38.48%-29.0pp | 31.81%-22.4pp | 220.34%-210.9pp |
| Employer contribution / active EE | $8,990 | $2,725+229.9% | $2,279+294.6% | $4,156+116.3% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $21,506 | $10,129+112.3% | $8,703+147.1% | $12,270+75.3% |